Estate Planning Paralegal - Drafting 75-85K Base Salary Plus Bonus
Trajan Wealth LLC · Scottsdale, AZ · 1 wk ago
Legal$75k/yrFull-time
Duties And Responsibilities
- Draft trusts, wills, POA's, deeds, LLC's, and other estate and business planning documents
- Meet directly with clients to complete documents
- Work in-office as a member of a team of paralegals servicing both in-state and out-of-state clients
- Handle law office administrative responsibilities such as answering the phone, checking voice mail, scheduling appointments, handling mail, collecting payments, and other general administrative responsibilities.
Qualifications
- 3+ years estate paralegal experience
- 4-year college degree or a paralegal / legal assistant certificate preferred
- CLDP's also welcome to apply
- Outstanding written and verbal communication capability
- Strong research and problem-solving skills
- Able to work in a fast-paced and evolving environment with an ability to multi-task
- Proficient knowledge of Microsoft Outlook, Word, Excel, PowerPoint
- A positive attitude, well-organized, and detail-oriented, with a high tolerance for change
- Experience working with WealthCounsel preferred
Benefits
- Starting Salary of $75,000 to $85,000 depending on experience, plus bonus
- 401k with matching component up 13%
- United Healthcare PPO Medical employee coverage paid by Company
- Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
- Generous holidays and PTO